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What is Sumac?
Sumac Case Management serves as a comprehensive solution designed specifically for organizations involved in human and social services.
With ease, you can oversee client intake, maintain case notes, coordinate service delivery and schedules, track clients, caseworkers, volunteers, and donors, while also generating reports on essential metrics for funder communication.
This platform is fully compliant with HIPAA and PIPEDA regulations and offers features such as:
- Exceptional customer support
- A mobile-friendly case portal for managing clients and cases on the move
- Integrated mass email capabilities
- Customizable client intake forms
- Helpline and referral tracking
- Outcome-based reporting
If you require additional functionalities, you can integrate Sumac Donations, Grant Management, Volunteer Management, and more into your system.
Sumac Case Management is an ideal choice if you seek solutions for:
- Case management software suitable for social workers
- Software tailored for social work case management
- Human services management solutions
- Software for social services
- Case management software specifically for human services
- Social services case management software
- Nonprofit-focused case management solutions
- Case management software for various nonprofit organizations
Furthermore, it’s particularly beneficial for nonprofits operating in sectors such as Food Banks, Social Welfare Organizations, Community Services, Child and Family Services, Shelters, Health Services, Mental Health Organizations, and Hospice care.
What is Foothold?
More than 25 years ago, one of our founders, serving as the IT Director for a prominent behavioral health and residential services organization in New York, recognized the urgent need for improved tracking and reporting of their services, leading him to create a case management system tailored for his agency. As time passed, two additional agencies collaborated in enhancing the software, allowing it to cater to the diverse needs of almost any human services organization across the nation.
Currently, Foothold’s dedicated team and innovative software support hundreds of agencies not only throughout the United States but also in Guam and Puerto Rico. By leveraging our technology expertise combined with a deep understanding of human services, we remain committed to empowering agencies to concentrate on their core missions while providing them with the tools they need to succeed. Moreover, we strive to continually innovate and adapt our solutions to meet the ever-changing landscape of human services.
Integrations Supported
Amazon Web Services (AWS)
CaraSolva
Change Healthcare Data & Analytics
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Snowflake
Integrations Supported
Amazon Web Services (AWS)
CaraSolva
Change Healthcare Data & Analytics
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Snowflake
API Availability
Has API
API Availability
Has API
Pricing Information
$99 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Societ
Date Founded
1995
Company Location
Canada
Company Website
www.societ.com/sumac-case-management-promo/
Company Facts
Organization Name
Foothold Technology
Date Founded
2000
Company Location
United States
Company Website
footholdtechnology.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Categories and Features
Applied Behavior Analysis (ABA)
ABA Data Collection
Appointment Management
Assessments
Billing & Invoicing
Document Management
Insurance Management
Learning Management
Mobile Access
Practice Management
Program Management
Progress Tracking
Reporting / Analytics
e-Prescribing
Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management
Electronic Medical Records (EMR)
Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition
HIPAA Compliance
Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Long Term Care
Claims Management
Clinical Care
EHR
Electronic Health Record
For Home Care Providers
For Nursing Homes
Geriatric Care
MDS Review
Patient Records
Staff Scheduling
Medical Billing
Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice
Medical Scheduling
Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling
Mental Health
Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice
Patient Case Management
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning
Patient Portal
Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations
Population Health Management (PHM)
Analytics
Cost-of-Care Analysis
Data Storage
EMR/EHR Integration
Patient Engagement
Patient Identification
Patient Risk Stratification
Patient-Reported Outcomes
Payment Bundling
Predictive Alerts
Test & Treatment Reminders
Utilization Tracking
Revenue Cycle Management
Accounts Receivable
Claims Management
Collections Management
EHR/EMR Integration
For Healthcare
ICD-10 Compliance
Insurance Verification
Medical Billing
Patient Portal
Patient Registration
Patient Scheduling
Payment Processing
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Telemedicine
Appointment Reminders
Appointment Scheduling
Chat / Messaging
E-Prescribing
For Medical Purposes
HIPAA Compliant
Multi-Provider Practice
Online Forms
Patient Queue Management
Practice Management
Remote Treatment Plans
Teleradiology
Video Conferencing